Tesla reported Q1 vehicle sales of 358,023, up 6% year over year, but still below the roughly 381,000 analysts were expecting. The stock sold off on the news, while Tesla continues trying to shift investor focus toward cheaper models, robotaxis and Optimus rather than just near-term car sales.

Winners

Traditional automakers with broader product mix

If Tesla is still missing expectations despite price cuts, new lower-cost variants and all the attention around autonomy, some investors may rotate toward carmakers with more diversified revenue, broader model lineups and less dependence on one EV narrative. This can also help companies that are leaning harder into hybrids or balanced EV rollouts rather than pure EV volume pressure.

Names: $GM (General Motors), $F (Ford Motor)

Auto retail and used-car platfor ...